Highland Private Wealth Management
BELLEVUE, WA · CIK 1664772 · 13F filing filed 2023-01-18
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyBellevue, WA
$0
reported value
-100.0% vs Q3 2022
1positions
—in top 10
1 new
0 added
0 reduced
183 sold out
vs Q3 2022
Holdings, Q4 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q3 2022
| Security | Value then |
|---|---|
| MICROSOFT CORP MSFT | $75.7m325.2k shares |
| VANGUARD TAX-MANAGED FDS VEA | $48.2m1.3m shares |
| VANGUARD SPECIALIZED FUNDS VIG | $37.8m279.5k shares |
| VANGUARD BD INDEX FDS BSV | $36.8m491.6k shares |
| AMAZON COM INC AMZN | $36.0m319.0k shares |
| ISHARES TR IEFA | $31.8m603.1k shares |
| VANGUARD INDEX FDS VOO | $27.9m85.1k shares |
| VANGUARD BD INDEX FDS BIV | $22.3m303.0k shares |
| ISHARES GOLD TR IAU | $22.0m698.5k shares |
| ISHARES TR ESGD | $16.8m299.9k shares |
| ISHARES TR USRT | $16.4m344.6k shares |
| SPDR S&P 500 ETF TR SPY | $14.1m39.6k shares |
| ISHARES TR ESGU | $14.0m176.7k shares |
| ISHARES TR EMB | $13.9m175.3k shares |
| VANGUARD INTL EQUITY INDEX F VWO | $11.9m325.9k shares |
| ISHARES INC IEMG | $11.3m262.1k shares |
| VANGUARD BD INDEX FDS BND | $11.2m156.8k shares |
| ISHARES TR IJR | $10.7m122.2k shares |
| ISHARES TR IWB | $9.6m48.8k shares |
| APPLE INC AAPL | $9.3m67.1k shares |
| SCHWAB STRATEGIC TR SCHF | $7.6m268.4k shares |
| ISHARES TR IVV | $7.4m20.5k shares |
| VANGUARD INDEX FDS VO | $5.6m29.9k shares |
| ISHARES INC ESGE | $4.8m175.3k shares |
| VANGUARD WHITEHALL FDS VWOB | $4.5m77.5k shares |